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Flaring, Methane, and the Cost of Looming Permian Gas Takeaway Constraints Report
When oil prices recovered post-pandemic, Permian production growth nonetheless fell well short of the 2018-2019 pace, as operators prioritized capital discipline, returning more of their cash flows to shareholders and putting less to the drill bit. This slower production growth, combined with the in-service of major long-haul gas pipeline projects, kept Permian flaring in check. But in East Daley Analytics’ view, current rig counts signal a pace of production growth that would periodically exceed gas takeaway capacity through 2026.
Download the Full ReportFERC Regulated Pipelines
(Ferc Form 2, Ferc Form 6, FERC IOC) The data sets are no longer segmented by company, all available data is contained within the summary files. All accounts are updated quarterly and include filterable income statements, balance sheets, and statement of cash flows for all FERC regulated pipelines. Tagged pipeline ownership data is now included to help you easily identity who owns which pipeline and percentage of ownership.
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The FERC Return Calculator
The FERC Return Calculator (FRC) is a data set designed to assist in calculating the rate-base or ROE (Return on Equity) on pipelines, determining negotiated vs. max-tariff revenue, or even just navigating FERC financials. Tariff rates on interstate gas and liquids pipelines’ are cost-based. This cost based equation can be different depending on whether the company is a c-corp or MLP (Master Limited Partnership).
DOWNLOAD THE CALCULATORSupply & Demand Macro & Basins
These Supply and Demand Reports and Data Sets connect producers through processing to pipelines for a complete value chain analysis out of each basin. Leveraging East Daley’s Patented Gathering & Processing database, this unique methodology provides comprehensive macro-view with visibility into micro constraints and relationships.
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Natural Gas Weekly
East Daley Analytics' Weekly Natural Gas Weekly provides a update every 7 days to our monthly Supply and Demand forecast. The update covers rigs, flows, production, prices, and capacity constraints that materially change our view on supply and demand. This update highlights what investors and traders need to keep their eye on in the natural gas markets to ensure they are on the right side of the market. Subscribe to Natural Gas Weekly below.
SubscribeProduction Scenario Tool
East Daley’s Production Scenario Tools (PSTs) incorporate our latest crude and gas production forecasts across 15 domestic basins and Canada. East Daley specializes in developing accurate forecasts utilizing production data and benchmarks, E&P producer guidance, active rig metrics, the latest strip pricing, and midstream constraint analysis. The EDA Team takes a macro view of U.S. domestic gas supply/demand to determine regional constraints, resulting in forecasts that provide balance between natural gas supply, demand, and working gas storage volumes.
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